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CIK: 0002021464
Total reported value
$151.2M
$151.2M
31 檔
47.4%
As reported in its official Q4 2024 Form 13F filing, Mittelman Wealth Management's tracked investment portfolio stood at $151.2M with 31 total positions.
During Q4 2024, Mittelman Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 16.53% | -0.79% | -38.73% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 16.24% | -0.57% | -45.88% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 12.43% | +1.64% | -37.71% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 11.63% | -0.71% | -32.90% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 9.89% | -0.13% | -31.94% | |
| 6 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-Other | 7.15% | -0.41% | -57.00% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 6.34% | -0.08% | -32.47% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-Other | 2.75% | -0.62% | -25.21% | |
| 9 | FLJP | Franklin Ftse Japan ETF | ETF-Other | 2.42% | +0.43% | -45.03% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.89% | -0.06% | -47.15% | |
| 11 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.41% | -0.44% | -24.91% | |
| 12 | HO1 | Hologic Inc | Stock-Other | 1.41% | -0.46% | EXIT | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.24% | +0.66% | -46.97% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.98% | -0.30% | — | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.79% | — | — | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | +0.32% | -0.41% | |
| 17 | GXC | State Street Spdr S&p China | ETF-Emerging Markets | 0.64% | +0.43% | -26.65% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 0.55% | +0.05% | -18.38% | |
| 19 | FLIN | Franklin Ftse India ETF | ETF-Other | 0.51% | -0.40% | -38.82% | |
| 20 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.50% | -0.01% | — | |
| 21 | VCR | Vanguard Consumer Discre ETF | ETF-Other | 0.50% | -0.23% | — | |
| 22 | VOX | Vanguard Communication Servi | ETF-Other | 0.47% | -0.30% | — | |
| 23 | BHRB | Burke & Herbert Financial Se | Stock-Other | 0.45% | — | -27.78% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.45% | +0.11% | -10.64% | |
| 25 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | +0.12% | +0.69% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.40% | +0.09% | — | |
| 27 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | — | -3.00% | |
| 28 | CSCO | Cisco Systems Inc | Stock-Tech | 0.29% | -0.04% | -12.24% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.28% | -0.17% | -34.51% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.23% | +0.01% | -14.14% | |
| 31 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.21% | +0.02% | — |
According to official SEC Form 13F filings, Mittelman Wealth Management reported a total U.S. public equity portfolio value of $151.2M across 31 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VYM, VIG, VOO) accounted for 47.4% of total reported equity market value during Q4 2024.
During Q4 2024, Mittelman Wealth Management's top holdings by market value included VYM (16.5%)、VIG (16.2%)、VOO (12.4%). The largest single position, VYM, represented 16.5% of total portfolio value.
In Q4 2024, Mittelman Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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